Vantis Investment Advisers’s CarLotz, Inc. Class A Common Stock LOTZ Stock Holding History

Vantis Investment Advisers’s Portfolio LOTZ Stock Details LOTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-277,500	Closed	-$1.51M	–	25
2021 Q2	$1.51M	Buy	277,500 +190,000	+217%	+$1.2M	1.9%	13
2021 Q1	$624K	Buy	+87,500	New	+$849K	0.64%	22

Other funds holding LOTZ

TCG

Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MAM

Must Asset Management Seoul, South Korea $40.9M AUM 22.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TFCM

Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vantis Investment Advisers's LOTZ Position: Q3 2021 in Review

Vantis Investment Advisers sold out of CarLotz, Inc. Class A Common Stock (LOTZ) in Q3 2021, closing a stake of 277,500 shares — an estimated $1.51M sold.

Vantis Investment Advisers first reported a position in LOTZ in Q1 2021 and held it in 2 quarters. The position peaked at $1.51M in Q2 2021. 85 funds tracked by Wall St. Rank hold LOTZ as of Q3 2021.

Vantis Investment Advisers reported no remaining CarLotz, Inc. Class A Common Stock position as of Q3 2021 after selling out during the quarter.
Vantis Investment Advisers sold 277,500 CarLotz, Inc. Class A Common Stock shares in Q3 2021, an estimated $1.51M.
Vantis Investment Advisers first reported a position in CarLotz, Inc. Class A Common Stock in Q1 2021 and held it in 2 quarters.
Vantis Investment Advisers's CarLotz, Inc. Class A Common Stock position peaked at $1.51M in Q2 2021.
85 funds tracked by Wall St. Rank held CarLotz, Inc. Class A Common Stock as of Q3 2021.

Based on Vantis Investment Advisers's 13F filing for Q3 2021, filed 10 Nov 2021.